SVB Wealth’s SFL Corp SFL Stock Holding History

SVB Wealth’s Portfolio SFL Stock Details SFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,145	Closed	-$17.6K	–	1428
2025 Q1	$17.6K	Buy	+2,145	New	+$20.7K	﹤0.01%	774

Other funds holding SFL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SVB Wealth's SFL Position: Q2 2025 in Review

SVB Wealth sold out of SFL Corp (SFL) in Q2 2025, closing a stake of 2,145 shares — an estimated $17.6K sold.

SVB Wealth first reported a position in SFL in Q1 2025 and held it in 1 quarter. The position peaked at $17.6K in Q1 2025. 193 funds tracked by Wall St. Rank hold SFL as of Q2 2025.

SVB Wealth reported no remaining SFL Corp position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 2,145 SFL Corp shares in Q2 2025, an estimated $17.6K.
SVB Wealth first reported a position in SFL Corp in Q1 2025 and held it in 1 quarter.
SVB Wealth's SFL Corp position peaked at $17.6K in Q1 2025.
193 funds tracked by Wall St. Rank held SFL Corp as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.